HomeMy WebLinkAboutContract 33645 CITY SECRETARY
CONTRACT NO.
PROFESSIONAL SERVICES AGREEMENT
This PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and entered
into by and between the CITY OF FORT WORTH (the "City"), a home rule municipal
corporation situated in portions of Tarrant, Denton and Wise Counties, Texas, acting by and
through Richard Zavala, its duly authorized Assistant City Manager, and CORNERSTONE
SYSTEMS, INC. ("Consultant") a Texas corporation and acting by and through Dave
Chittum, its duly authorized Vice President, sometimes collectively referred to as the "Parties."
WHEREAS, on or about May 20, 2004, the City and Consultant entered into an
agreement for purchase, implementation, programming and support services for the City's
Mainframe Computer Systems pursuant to City Secretary Contract ("CSC") No. 30075; and
WHEREAS, the system software vendor no longer supports the older version of the
Customer Information Control System (CICS) that the City currently uses; and
WHEREAS, in order to maintain a supported CICS environment, the City will require an
upgrade to the system; and
WHEREAS, the parties desire to extend the scope of services of the original agreement
to include additional mainframe programming services for the upgrade.
NOW THEREFORE, for the good and valuable consideration as stated herein, the
parties hereby agree as follows:
1. SCOPE OF SERVICES.
Consultant hereby agrees to provide the City with professional consulting services for
the purpose of performing a migration of the existing test/development and production
CICS/TS 1.3 environments to CICS/TS 2.3 as outlined in the Statement of Work, which is
attached hereto as Exhibit "A" and incorporated for all purposes incident to this Agreement.
2. TERM.
This Agreement shall commence upon the date that both the City and Consultant have
executed this Agreement ("Effective Date") and shall continue in full force and effect until
terminated in accordance with the provisions of this Agreement or when the City provides
Consultant with written notice that Consultant has fulfilled its obligations under this Agreement
and that Consultant's services are no longer required.
3. COMPENSATION.
The City shall pay Consultant an estimated amount of $65,890.00 in accordance with
the provisions of this Agreement. Consultant shall not perform any additional services for the
City not specified by this Agreement Unless the City requests and approves in writing the
additional costs for such services. The City shall not be liable for any additional expenses of
Consultant not specified by this Agreement unless the City first approves such expenses in
writing.
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4. TERMINATION,
4.1. Written Notice.
The City or Consultant may terminate this Agreement at any time and for any
reason by providing the other party with 30 days written notice of termination.
4.2 Non-appropriation of Funds.
In the event no funds or insufficient funds are appropriated by the City in any
fiscal period for any payments due hereunder, City will notify Consultant of such
occurrence and this Agreement shall terminate on the last day of the fiscal period for
which appropriations were received without penalty or expense to the City of any kind
whatsoever, except as to the portions of the payments herein agreed upon for which
funds shall be been appropriated.
4.3 Duties and Obligations of the Parties.
In the event that this Agreement is terminated prior to the Expiration Date, the
City shall pay Consultant for services actually rendered as of the effective date of
termination and Consultant shall continue to provide the City with services requested
by the City and in accordance with this Agreement up to the effective date of
termination.
5. DISCLOSURE OF CONFLICTS AND CONFIDENTIAL INFORMATION.
Consultant hereby warrants to the City that Consultant has made full disclosure in
writing of any existing or potential conflicts of interest related to Consultant's services and
proposed services with respect to the Scope of Services. In the event that any conflicts of
interest arise after the Effective Date of this Agreement, Consultant hereby agrees
immediately to make full disclosure to the City in writing. Consultant, for itself and its officers,
agents and employees, further agrees that it shall treat all information provided to it by the City
as confidential and shall not disclose any such information to a third party without the prior
written approval of the City.
6. RIGHT TO AUDIT.
Consultant agrees that the City shall, until the expiration of three (3) years after final
payment under this contract, have access to and the right to examine at reasonable times any
directly pertinent books, documents, papers and records of the consultant involving
transactions relating to this Contract. Consultant agrees that the City shall have access
during normal working hours to all necessary Consultant facilities and shall be provided
adequate and appropriate work space in order to conduct audits in compliance with the
provisions of this section. The City shall give Consultant reasonable advance notice of
intended audits.
Consultant further agrees to include in all its subcontractor agreements hereunder a
provision to the effect that the subcontractor agrees that the City shall, until expiration of three
(3) years after final payment of the subcontract, have access to and the right to examine at
reasonable times any directly pertinent books, documents, pape qnri rr-rnrds rif 6,ich
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subcontractor involving transactions related to the subcontract, and further that City shall have
access during normal working hours to all subcontractor facilities and shall be provided
adequate and appropriate work space in order to conduct audits in compliance with the
provisions of this paragraph. City shall give subcontractor reasonable notice of intended
audits.
7. INDEPENDENT CONTRACTOR.
It is expressly understood and agreed that Consultant shall operate as an independent
contractor as to all rights and privileges granted herein, and not as agent, representative or
employee of the City. Subject to and in accordance with the conditions and provisions of this
Agreement, Consultant shall have the exclusive right to control the details of its operations
and activities and be solely responsible for the acts and omissions of its officers, agents,
servants, employees, contractors and subcontractors. Consultant acknowledges that the
doctrine of respondeat superior shall not apply as between the City, its officers, agents,
servants and employees, and Consultant, its officers, agents, employees, servants,
contractors and subcontractors. Consultant further agrees that nothing herein shall be
construed as the creation of a partnership or joint enterprise between City and Consultant.
8. LIABILITY AND INDEMNIFICATION.
CONSULTANT SHALL BE LIABLE AND RESPONSIBLE FOR ANY AND ALL
PROPERTY LOSS, PROPERTY DAMAGE ANDIOR PERSONAL INJURY, INCLUDING
DEATH, TO ANY AND ALL PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL
OR ASSERTED, TO THE EXTENT CAUSED BY THE NEGLIGENT ACT(S) OR
OMISSION(S), MALFEASANCE OR INTENTIONAL MISCONDUCT OF CONSULTANT, ITS
OFFICERS, AGENTS, SERVANTS OR EMPLOYEES.
CONSULTANT COVENANTS AND AGREES TO, AND DOES HEREBY,
INDEMNIFY, HOLD HARMLESS AND DEFEND THE CITY, ITS OFFICERS, AGENTS,
SERVANTS AND EMPLOYEES, FROM AND AGAINST ANY AND ALL CLAIMS OR
LAWSUITS FOR EITHER PROPERTY DAMAGE OR LOSS (INCLUDING ALLEGED
DAMAGE OR LOSS TO CONSULTANT'S BUSINESS AND ANY RESULTING LOST
PROFITS) ANDIOR PERSONAL INJURY, INCLUDING DEATH, TO ANY AND ALL
PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, ARISING
OUT OF OR IN CONNECTION WITH THIS AGREEMENT, TO THE EXTENT CAUSED BY
THE NEGLIGENT ACTS OR OMISSIONS OR MALFEASANCE OF CONSULTANT, ITS
OFFICERS, AGENTS, SERVANTS OR EMPLOYEES.
9. ASSIGNMENT AND SUBCONTRACTING.
Consultant shall not assign or subcontract any of its duties, obligations or rights under
this Agreement without the prior written consent of the City. If the City grants such consent, the
assignee or subcontractor shall execute a written agreement with the City under which the
assignee or subcontractor agrees to be bound by the duties and obligations of Consultant
under this Agreement.
10. INSURANCE.
Consultant shall provide the City with certificate(s) of insurance documenting policies of
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the following minimum coverage limits that are to be in effect prior to commencement of any
work pursuant to this Agreement:
10.1 Coverage and Limits
Commercial General Liability
$1,000,000 Each Occurrence
$1,000,000 Aggregate
Automobile Liability
$1,000,000 Each accident on a combined single limit basis or
$250,000 Property damage
$500,000 Bodily injury per person per occurrence
Coverage shall be on any vehicle used by the Consultant, its employees,
agents, representatives in the course of the providing services under this
Agreement. "Any vehicle" shall be any vehicle owned, hired and non-
owned
Worker's Compensation
Statutory limits
Employer's liability
$100,000 Each accident/occurrence
$100,000 Disease - per each employee
$500,000 Disease - policy limit
This coverage may be written as follows:
Workers' Compensation and Employers' Liability coverage with limits consistent
with statutory benefits outlined in the Texas workers' Compensation Act (Art.
8308 — 1.01 et seq. Tex. Rev. Civ. Stat.) and minimum policy limits for
Employers' Liability of $100,000 each accident/occurrence, $500,000 bodily
injury disease policy limit and $100,000 per disease per employee
10.2 Certificates.
Certificates of Insurance evidencing that the Consultant has obtained all
required insurance shall be delivered to the City prior to Consultant proceeding
with any work pursuant to this Agreement. All policies shall be endorsed to
name the City as an additional insured thereon, as its interests may appear. The
term City shall include its employees, officers, officials, agent, and volunteers in
respect to the contracted services. Any failure on the part of the City to request
required insurance documentation shall not constitute a waiver of the insurance
requirement. A minimum of thirty (30 ) days notice of cancellation or reduction in
limits of coverage shall be provided to the City. Ten (10) days notice shall be
acceptable in the event of non-payment of premium. Such terms shall be
endorsed onto Consultant's insurance policies. Notice shall be sent to the Risk
Manager, City of Fort Worth, 1000 Throckmorton, Fort Worth, Texas 76102,
with copies to the City Attorney at the same address.
11. COMPLIANCE WITH LAWS, ORDINANCES, RULES AND REGULATIONS.
Consultant agrees to comply with all applicable federal, state and local laws,
ordinances, rules and regulations. If the City notifies Consultant of any violation of such laws,
ordinances, rules or regulations, Consultant shall immediately desist from and correct the
violation.
12. NON-DISCRIMINATION COVENANT.
Consultant, for itself, its personal representatives, assigns, subcontractors and
successors in interest, as part of the consideration herein, agrees that in the performance of
Consultant's duties and obligations hereunder, it shall not discriminate in the treatment or
employment of any individual or group of individuals on any basis prohibited by law. If any
claim arises from an alleged violation of this non-discrimination covenant by Consultant, its
personal representatives, assigns, subcontractors or successors in interest, Consultant agrees
to assume such liability and to indemnify and defend the City and hold the City harmless from
such claim.
13. NOTICES.
Notices required pursuant to the provisions of this Agreement shall be conclusively
determined to have been delivered when (1) hand-delivered to the other party, its agents,
employees, servants or representatives, (2) delivered by facsimile with electronic confirmation
of the transmission, or (3) received by the other party by United States Mail, registered, return
receipt requested, addressed as follows:
To THE CITY: To CONSULTANT:
City of Fort Worth/IT Solutions Cornerstone Systems, Inc.
1000 Throckmorton 420 Exchange
Fort Worth TX 76102-6311 Irvine, CA 92602
Facsimile: (817) 392-8654 Facsimile: 714-368-8198
14. SOLICITATION OF EMPLOYEES.
Neither the City nor Consultant shall, during the term of this agreement and additionally
a period of one year after its termination, solicit for employment or employ, whether as
employee or independent contractor, any person who is or has been employed by the other
during the term of this agreement, without the prior written consent of the person's employer.
15. GOVERNMENTAL POWERS.
It is understood and agreed that by execution of this Agreement, the City does not waive
or surrender any of its governmental powers.
16. NO WAIVER.
The failure of the City or Consultant to insist upon the performance of any term or
provision of this Agreement or to exercise any right granted herein shall not constitute a waiver
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of the City's or Consultant's respective right to insist upon appropriate performance or to assert
any such right on any future occasion.
17. CONSTRUCTION.
This Agreement shall be construed in accordance with the internal laws of the State of
Texas. If any action, whether real or asserted, at law or in equity, is brought on the basis of this
Agreement, venue for such action shall lie in state courts located in Tarrant County, Texas or
the United States District Court for the Northern District of Texas, Fort Worth Division.
18. SEVERABILITY.
If any provision of this Agreement is held to be invalid, illegal or unenforceable, the
validity, legality and enforceability of the remaining provisions shall not in any way be affected
or impaired.
19. FORCE MAJEURE.
The City and Consultant shall exercise their best efforts to meet their respective duties
and obligations as set forth in this Agreement, but shall not be held liable for any delay or
omission in performance due to force majeure or other causes beyond their reasonable control
(force majeure), including, but not limited to, compliance with any government law, ordinance
or regulation, acts of God, acts of the public enemy, fires, strikes, lockouts, natural disasters,
wars, riots, material or labor restrictions by any governmental authority, transportation
problems and/or any other similar causes.
20. HEADINGS NOT CONTROLLING.
Headings and titles used in this Agreement are for reference purposes only and shall
not be deemed a part of this Agreement.
20. REVIEW OF COUNSEL.
The parties acknowledge that each party and its counsel have reviewed and revised this
Agreement and that the normal rules of construction to the effect that any ambiguities are to be
resolved against the drafting party shall not be employed in the interpretation of this Agreement
or exhibits hereto.
21. ENTIRETY OF AGREEMENT.
This Agreement, including the schedule of exhibits attached hereto and any
documents incorporated herein by reference, contains the entire understanding and
agreement between the City and Consultant, their assigns and successors in interest, as to
the matters contained herein. Any prior or contemporaneous oral or written agreement is
hereby declared null and void to the extent in conflict with any provision of this Agreement.
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement in multiples this
-I day of � � �_ 200 .
CITY OF FORT WORTH: CORNERSTONE SYSTEMS, INC.
By:_ C(��Q(noBy:_ �4. �'t
ssistant City anager (name) Mi chctal F. 1�i Gke,✓�
(title) C. F. o.
ATTEST:
AT
T:
By: �"— By: k-&A/R L P-#IA
City Secretarya
APPROVED AS TO FORM AND
LEGALITY:
Assistant City Attorney
M&C: P-10391; Approved 5/23/06
CITY
FT.
FoRTWORTH
CICS/TS 2.3 Migration
Statement of Work
Prepared by: Cornerstone Systems,Inc.
March 15,2006
(revised May 25,2006)
(revised June 5,2006)
Alan Tamny
National Account Executive
972-691-9694
atamny@csihome.com
MollCornerstone
Systems, Inc.
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TABLE OF CONTENTS
1. STATEMENT OF WORK......................................................................................................................3
1.1. GOAL............................................................................................................................................3
1.2. TASK.............................................................................................................................................3
1.3. SCOPE OF WORK............................................................................................................................3
1.4. OUT OF SCOPE...............................................................................................................................4
1.5. APPROACH.....................................................................................................................................4
1.6. ASSUMPTIONS AND CONSIDERATIONS............................................................................................... 5
1.7. SUCCESS FACTORS........................................................................................................................7
1.8. RISKS............................................................................................................................................7
2. SCHEDULE AND MILESTONES..........................................................................................................7
3. DELIVERABLES...................................................................................................................................8
4. ACCEPTANCE CRITERIA....................................................................................................................8
5. ESTIMATED HOURS AND DURATION...............................................................................................8
6. STAFFING AND ROLES......................................................................................................................9
6.1. CORNERSTONE SYSTEMS,INC.:.......................................................................................................9
6.2. CITY OF FORT WORTH: ...................................................................................................................9
7. PRICING...............................................................................................................................................9
7.1. SERVICES......................................................................................................................................9
7.2. EXPENSES....................................................................................................................................10
8. CHANGE CONTROL PROCESS.........................................................................................................10
9. STATEMENT OF CONFIDENTIALITY................................................................................................11
10. STATEMENT OF WORK ACCEPTANCE.......................................................................................12
APPENDIXA.................................................................................................................................................13
CORNERSTONE PROJECT CHANGE CONTROL PROCEDURE............................................................13
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STATEMENT OF WORK
CICS/TS 2.3 Migration
1. Statement of Work
1.1. Goal
City of Fort Worth has a goal to maintain all mainframe software at vendor supported and current
maintenance levels. IBM withdrew CICS/TS 1.3 from Marketing on 12-31-02 and will drop support
on 4-30-06. In order to maintain a supported CICS environment, the CICS environment will be
upgraded to CICS/TS 2.3. Third party products that are CICS release dependent and/or
unsupported or back-leveled will also be upgraded. Prior to the beginning of this migration, City of
Fort Worth will migrate their CICS production regions to CICS/TS 1.3 from CICS 4.1, which will
position City of Fort Worth for an easier migration to CICS/TS 2.3.
1.2. Task
The primary tasks of this Statement of Work are to:
1) Perform a migration of the existing test/development and production CICS/TS 1.3
environments to CICS/TS 2.3
2) Upgrade CICS release dependent and/or unsupported or back-leveled third party software
products
1.3. Scope of Work
Cornerstone Systems,Inc. Responsibilities:
1) Upgrade CICS/TS 1.3 to CICS/TS 2.3
a. Review the existing CICS configuration
b. Identify City of Fort Worth requirements for migration from CICS/TS 1.3 to CICS/TS 2.3
c. Identify,order,install,test and implement IBM toleration maintenance
d. Order,install,customize and test CICS/TS 2.3 base product and current maintenance
e. Order, install,customize test and implement new versions of third party software products
that are CICS release dependent and/or unsupported or back-leveled
f. Perform a migration of one(1)test/development CICS/TS 1.3 region to CICS/TS 2.3
g. Monitor the test/development migration and perform problem resolution
h. Perform a migration of three(3)production CICS/TS 1.3 regions to CICS/TS 2.3
i. Monitor the production migration and perform problem resolution
j. Provide CICS/TS 2.3 training, knowledge transfer, and IBM Manual GC34-6221-04,
"Migration from CICS TS for OS/390 1.3 Version 2 Release 3".
k. Document CICS/TS 2.3 migration
I. Develop and document CICS/TS 2.3 security procedures if required
m. Develop and document CICS/TS 2.3 operational procedures if required
n. Archive old CICS/TS 1.3 system libraries
2) Provide Project Management
a. Prepare a team roster
b. Conduct a project kick-off meeting
c. Conduct project status meetings
d. Build and maintain a project plan
e. Build and maintain an issues/problem log
f. Prepare and post meeting minutes/status reports
g. Maintain all project documentation in the City of Fort Worth QuickPlace
h. Review and administer Project Change Control
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I. Coordinate project activities with the Client Management interface
City of Fort Worth Responsibilities:
1) Review Statement of Work
2) Participate in planning sessions/kickoff and project status meetings and assist in determining
deployment strategy
3) Provide configuration, operations, applications, and database information and procedures for
the existing CICS environment via existing documentation, access to systems, or interviews
with City of Fort Worth resources
4) Provide CICS migration requirements
5) Authorize Cornerstone Systems, Inc. personnel to contact software vendors for information or
to report problems
6) Provide third party software vendor contact and customer information as necessary
7) Participate in technical review and knowledge transfer sessions
8) Modify in-house developed CICS application programs to support the migration to CICS/TS 2.3
9) Assume responsibility for vendor supplied CICS application programs
10) Modify production jobstreams and procedures to support the migration to CICS/TS 2.3
11) Provide application,database,operations,network,and storage migration requirements
12) Develop an Applications Test Plan
13) Test CICS/TS 2.3 and all CICS third party software products, in-house developed applications
and vendor supplied applications by executing the Applications Test Plan during the scheduled
CICS/TS 2.3 tests and cutover days
1.4. Out of Scope
1) Cornerstone Systems,Inc.shall not perform any work unless specifically specified in section 1.3
"Scope of Work"under"Cornerstone Systems, Inc. Responsibilities"or section 3"Deliverables"of
this Statement of Work.
1.5. Approach
Cornerstone Systems provides hardware installation and implementation services utilizing a proven
methodology and process that encompasses detailed planning, constant client interaction and
communication, migration execution, operational stabilization and knowledge transfer. This
approach enables Cornerstone to successfully migrate and implement our clients' systems,
hardware,and operations infrastructure on schedule and within budget.
There are two types of services to be provided for this engagement, project management and
technical consulting. Delivery of both will be through a combination of remote and onsite activities,
with the majority of the activities being performed from a remote location.
The project life cycle of this engagement starts with the planning and design efforts and ends when
all systems, processes, and procedures have been successfully migrated and are operationally
stable and adequately supported. A project kickoff meeting will formally initiate the engagement.
At the conclusion of each phase a formal review of both key deliverables and project performance
to date will be conducted. The overall objectives for each review are to(1)determine if the project
should continue into its next phase and(2)detect and correct errors cost effectively. Participants of
the review include the client sponsor, management teams, technicians,service providers, and key
stakeholders.
Project Management describes the organizational approach by which this engagement is managed.
A Cornerstone Project Manager is assigned to oversee the entire planning, installation,
implementation and migration phases of the project. The Project Manager will coordinate all
project resources, conduct project team meetings, document status of the project and escalate
issues in a timely manner. All the highly valued Project Management Institute (PMI)skills as well
as Cornerstone's Best Practices are applied.
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City of Fort Worth will designate a person to act as a Manager Interface or Liaison between
Cornerstone Systems,Inc.and City of Fort Worth and the direction of the project will come from the
City of Fort Worth Management Interface.
The technical consulting services will be comprised of one or more highly skilled and experienced
systems programmers. Initially, the technical consultant(s) will work with the City of Fort Worth
programming staff to review the existing test and production environments and identify the
requirements for the migration. Next, the CICS/TS 2.3 base product and maintenance will be
ordered, installed and tested in the test region. Then, if required, the new versions, releases and
maintenance for any software products that are identified as CICS release dependent and/or
unsupported or back-leveled will be ordered, installed, customized and tested on the CICS/TS 2.3
test region. Subsequently, a new CICS/TS 2.3 environment will be set up for the test/development
CICS region and Change Requests will be submitted. Upon approval of the Change Requests by
the City of Fort Worth Management interface, the test/development CICS/TS region will be
upgraded to CICS/TS 2.3 and the CICS release dependent products upgraded to their required
version,release or maintenance level.Training will also be provided, if required.
Once the CICS test/development CICS/TS region has been upgraded and is stable, a new
production CICS/TS environment will be setup,which consists of three(3) production regions,and
a Change Request will be submitted. Upon approval of the Change Request by the City of Fort
Worth Management Interface, the production CICS/TS regions will be upgraded to CICS/TS 2.3
and any CICS release dependent products will be upgraded to their required version, release or
maintenance level.
Following each CICS/TS upgrade, the implementation will be monitored, problem resolution will be
performed if required,and the old CICS/TS 1.3 libraries will be archived.
Following the production migration,a document will be prepared describing the newly implemented
system, and a final technical review and knowledge transfer of the new environment will be
performed. Additionally, throughout the engagement, City of Fort Worth will have access to the
Cornerstone Systems Hotline, which provides a single point of contact for City of Fort Worth when
in need of Cornerstone's services or assistance. If problems occur during or following either
migration or if City of Fort Worth is in need of mainframe support, City of Fort Worth will call the
Hotline, which is available 24 hours a day, 7 days a week, including holidays and weekends. The
Hotline will then dispatch an appropriate resource to assist. They will also track and report on how
quickly or effectively the support request is being addressed,therefore, providing City of Fort Worth
the assurance that acceptable service levels are being met.
Cornerstone provides access to a customized web-based Document Library referred to as a
QuickPlace. All administration information, project plans,status reports, issues and change control
logs, checkpoint material, minutes, and project documentation will be centrally stored and
accessible to the entire engagement team and key stakeholders.
1.6. Assumptions and Considerations
1) The CICS/TS 2.3 Migration project is an estimated 458 hour effort. Estimates may be readjusted
when all facts are available.The City of Fort Worth will only be billed for actual hours worked which
may vary from the estimates provided.
2) Services will be performed over a two (2)to three (3) month period and are to begin on or after
Monday,May 15,2006.
3) Services will be provided from remote locations where possible and onsite where necessary.
4) Cornerstone Systems Services personnel will perform the services as described in this Statement
of Work assuming that:
a) Unique user ids for all systems and subsystems in scope are provided for each
Cornerstone employee requiring access and the user ids have the proper authorization to
enable the execution of their assigned tasks.
b) Knowledge of procedures for the existing IS practices are provided.
c) An IS contact list is provided.
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d) Access to manuals and/or documentation relative to the services to be provided is made
available.
5) Cornerstone Systems Services personnel will perform the services from remote locations assuming
that dial-up or telnet access to all systems and the procedures are made available to each
Cornerstone employee requiring remote access.
6) If it is determined that onsite support is required,Cornerstone Systems Inc. Services personnel will
perform the identified services onsite assuming that:
a) A separate onsite work area that includes a desk,terminal, active telephone, and internet
access will be made available for each Cornerstone employee designated to work onsite.
b) Building access including badges, security codes and off-hours access is made available
for each Cornerstone employee designated to work onsite.
c) Facilities for meetings and onsite activities are provided.
7) Cornerstone Systems Inc. will provide services as requested, with the limitation that these skills
must either currently exist in the company skill set or be readily obtainable by Cornerstone Systems
Inc. If a resource assigned does not have the skill for a particular service request, Cornerstone
Systems Inc. will make every effort to provide a resource with the appropriate skill set to fulfill the
requested tasks.
8) City of Fort Worth will designate a person to act as a Management Interface or Liaison between
Cornerstone Systems Inc. and City of Fort Worth. The direction of the project will come from the
City of Fort Worth Management Interface.
9) City of Fort Worth will provide third party product software vendor contact and customer information
as necessary.
10) City of Fort Worth will authorize Cornerstone Systems Inc. personnel to contact software vendors
for information or to report problems,assuming that there is a requirement to do so.
11) The CICS/TS 2.3 Migration may result in modifications to the estimated schedule, pricing,or other
terms of this Statement of Work. Changes to this Statement of Work will be processed in
accordance with the procedure described in Appendix A, "Cornerstone Project Change Control
Procedure".
12) 24x7 Hotline Support is included. The Cornerstone Systems Hotline provides a single point of
contact for the Client when in need of Cornerstone's services or assistance. With the Hotline,the
Client makes only one phone call in order to access any service that Cornerstone offers or contact
anyone in the company. It is available 24 hours a day, 7 days a week, including holidays and
weekends. In addition, the Hotline tracks and reports on how quickly or effectively customer
support requests are being addressed, therefore providing the Client with the assurance that
acceptable service levels re being met. More information about our Hotline Support is available on
the Cornerstone website at the Cornerstone Hotline Page.
Additionally,
13) Spare DASD volumes will be required to install CICS/TS 2.3 and to upgrade any third party product
software products to new version, release or maintenance levels. The assumption is that City of
Fort Worth will have a sufficient number of volumes available at the start of this project.
14) Although Cornerstone Systems Inc. recommends performing a weekend test to validate the
installation of the CICS/TS 2.3 system as well as the CICS/TS 2.3 system migration/fallback plan,
this is not a requirement. City of Fort Worth may elect to proceed with the migration to the
CICS/TS 2.3 system without performing any preliminary testing.
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1.7. Success Factors
1) City of Fort Worth will ensure that resources are available to provide the Cornerstone Systems, Inc.
technical staff with the required information and access to enable them to perform the tasks
described in this Statement of Work.
2) City of Fort Worth will ensure the required resources are available to complete the tasks and
activities assigned and are available from the start date of this services engagement.
3) For the duration of this engagement, City of Fort Worth ensures all modifications made to the z/OS
1.5 and/or CICS environments by anyone other than the Cornerstone Systems technical staff,such
as the City of Fort Worth personnel or hired consultants, are documented and the information is
made available to the Cornerstone Systems technical staff.
4) City of Fort Worth will provide information for the existing Change Management and Problem
Management procedures and for the duration of the project, Cornerstone Systems, Inc. technical
staff and all other consultants hired by City of Fort Worth will abide by these procedures.
1.8. Risks
The risks associated with a CICS/TS migration are that existing business critical applications may
require modification in order to function properly under the new CICS/TS 2.3 environment. To
mitigate the risks, the migration to CICS/TS 2.3 will be phased with the test/development
environment being upgraded and stabilized prior to performing a migration of the production
CICS/TS environment.
Also, prior to performing each of the migrations, planning/status meetings will be held to discuss
the migration options and back-out procedures. If problems occur during or following a migration,
the back-out procedures will be executed to restore the previous stable environment. The
migration will not be performed again until resolutions for all outstanding problems have been
identified,implemented and tested.
2. Schedule and Milestones
1) Cornerstone Systems, Inc. and City of Fort Worth will obtain all signature approvals and
complete contractual services agreements before the start of services.
2) Immediately following contract award, City of Fort Worth will obtain the deadlines and
requirements for the various IT projects and work with the Cornerstone Systems, Inc. Project
Manager to establish the milestone dates for the CICS/TS 2.3 Migration for both the
test/development and production regions.
3) Assuming City of Fort Worth has resources available to test and validate the new environment,
Cornerstone Systems, Inc. estimates that the project will be completed in a three (3) month
period from contract award date.
4) Cornerstone Systems,Inc. proposes the following milestones:
— Applicable maintenance applied
— Test CICS/TS 2.3 Environment Setup
— Third Party Software Products Upgraded
— CICS Test/Devl Region Migrated
— CICS Prod Region#1 Migrated
— CICS Prod Region#2 Migrated
— CICS Prod Region#3 Migrated
— Post Implementation Completed
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3. Deliverables
The project deliverables for this engagement shall include, but not be limited to, the following
components:
Project Deliverables:
1) Migration of one(1)test/development region and three(3)production CICS regions from CICS/TS
1.3 to CICS/TS 2.3
2) Upgrade of CICS release dependent and/or unsupported or back-leveled third party software
products.
Technical Documentation Deliverables:
1) Migration documentation for CICS/TS 2.3
2) Basic procedural documentation and training for CICS/TS 2.3,if required
Project Management Deliverables:
1) Team Member Contact List
2) Updated Migration Plan
3) Meeting Schedule
4) Project status reports/meeting minutes
5) Issues/Problem Log
All project documentation will be centrally stored and made accessible to the entire engagement team
and key stakeholders in a customized web-based Document Library referred to as the City of Fort
Worth QuickPlace. Documentation is prepared using software such as MS Word, MS Excel, MS
Project,and Visio. When necessary,files are converted to PDF file format using Adobe Acrobat.
4. Acceptance Criteria
The City of Fort Worth will accept all Cornerstone Systems, Inc. deliverables based on meeting the
specific criteria to be agreed to by City of Fort Worth and Cornerstone Systems,Inc.
5. Estimated Hours and Duration
458 hours over a 3 month period. High level breakdown is as follows:
High Level Task Estimated Hours
Perform upgrade 400
Manage project 58
TOTAL 458
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6. Staffing and Roles
6.1. Cornerstone Systems,Inc.:
1) Proiect Manager
As a Cornerstone client, City of Fort Worth is assigned a Project Manager. This individual
provides direction and control of Cornerstone Systems, Inc. project personnel and establishes
a framework for project communications,reporting,procedural and contractual activity.
2) CICS Systems Programmer
A CICS Systems Programmer is assigned and responsible for upgrading all mainframe
software products that are CICS release dependent and all CICS test/development and
production regions to CICS/TS 2.3
3) Hotline Support
Hotline Support,which is available 24/7, provides a single point of contact for all calls made by
City of Fort Worth.
6.2. City of Fort Worth:
1) Management Interface
The Management Interface is responsible for acting as a liaison between Cornerstone
Systems, Inc. and City of Fort Worth, providing direction for the project and signing off on the
CICS/TS 2.3 Migration by signing the appropriate documentation.
2) Production Control/Systems Programmer
The Production Control/Systems Programmer is responsible for attending project meetings
and for keeping the team informed of all ongoing system changes being made. They are also
responsible for participating in all scheduled training/knowledge transfer sessions, and the
testing, validation and implementation of the new CICS/TS 2.3 environment and upgraded
mainframe software products.
3) Application Programmers
The Applications Programmers are responsible for participating in all scheduled
training/knowledge transfer sessions, supporting all tests and implementation of the new
CICS/TS 2.3 environment and upgraded third party software, developing and executing a
comprehensive test plan to validate the implementation of CICS/TS 2.3 and if necessary,
modifying production applications,jobstreams and procedures to support the new system.
7. Pricing
7.1. Services
Cornerstone Systems, Inc. estimates that it will take 458 hours to complete the services described
in this Statement of Work.The scope of work defined is based on an hourly rate of$140.00(USD).
City of Fort Worth will only be billed for actual hours worked.
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Resource/Role Rate Estimated Cost
Hours
CICS Systems Programmer $140.00 400 $56,000.00
Project Manager $140.00 58 $8,120.00
Total: 458 $64,120.00
7.2. Expenses
Airport
Airfare Parking Total Per
Resource (RIT) Car Rental Meals Hotel &Trans Tri
CICS Systems $250 $295 $475 $150
Programme $600 $50*5 days) $59*5 days) $95*5 days) $25*6 days) $1,770
Total#of
Trips: 1
Total
Estimated
Expenses $1,770
Assumption: One trip is for 5 days or 1 week
Services will be performed primarily via remote support. Local resources may also perform services onsite.
Travel expenses incurred by a local resource are not billable.
If determined by both Parties that onsite support by a remote resource is required,there must first be a
mutual agreement between City of Fort Worth and Cornerstone Systems,Inc.on the scope of work,
timeframes and estimated associated travel and living costs before any arrangements can be made.
Expenses associated with this type of onsite support are billable at cost to City of Fort Worth and would
include the following:
✓ Airfare
✓ Auto Rental
✓ Lodging
✓ Meals(the per diem must be agreed to by City of Fort Worth and Cornerstone)
✓ Telephone(for lodging dialup/internet,phone support/conference calls and fax expenses)
✓ Ground Transportation(for mileage,gas,taxis,tolls,parking fees)
Mileage costs are based on the current IRS rate
Cornerstone will adhere to all City of Fort Worth travel and living expense guidelines.
8. Change Control Process
Changes to the SOW shall be managed pursuant to the Cornerstone Change Control Procedure.
See Appendix A. Any change in scope(e.g.,a modification or an expansion to the functional
requirements)to an existing Statement of Work requires a new Work Order.
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9. Statement of Confidentiality
The original Statement of Work dated March 15, 2006 contains proprietary information prepared by
Cornerstone Systems, Inc. exclusively for the use of City of Fort Worth and unless otherwise required
by law,will not be divulged in whole or in part to any third party. If such disclosure is required, the City
will notify Cornerstone Systems, Inc. prior to disclosure.
This proposal shall remain in effect until July 31,2006.
If City of Fort Worth does not act on this proposal by the expiration date, all copies of this document
must be returned to Cornerstone Systems,Inc.
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10. Statement of Work Acceptance
Signature constitutes acceptance of this Statement of Work in accordance with the terms and conditions
of the Cornerstone Systems,Inc.Service Agreement.
YOU MAY FAX SIGNED PAGE TO:
ATTENTION: Mary Ann Arboit
FAX NUMBER: 714-368-8198
Agreed to: Agreed to:
Cornerstone Systems,Inc. City of Fort Worth
Name: H i CAI a.el F. 41'cK.eri Name:
Title: Title: �, n
lo�� �1C1k.1
Date: /-7/n66 Date: /
Authorized F Authorized
Signature: Signature:
Address: Address: 10 0 Throckmorton Street
420 Exchange,Suite 150 Fo Worth,Texas 76102
Irvine,CA 92602-1309
APPROVED AS TO
FOr1 "D LEGALITY:
ASSIS NT CIT ORNEY
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APPENDIX A
CORNERSTONE PROJECT CHANGE CONTROL PROCEDURE
1. The Cornerstone Project Manager briefs all project participants on the Scope and Deliverables of the
engagement at project start.
2. If a project participant or stakeholder determines that changes to the scope of work or deliverables are
necessary for successful completion, he or she notifies the Cornerstone Project Manager or the Client
Management Interface.
3. The Cornerstone Project Manager and the Client Management Interface will first discuss the situation to
determine if the change request should proceed.
a. If the answer is no, the Cornerstone Project Manager and the Client Management Interface will
advise the requester. The disapproved request will be reported at the weekly Project Status
meeting and recorded in the minutes.
b. If the answer is yes,the Cornerstone Project Manager will document the change using the Project
Change Control Form included in this document. Both the Client Management Interface and the
Cornerstone Project Manager will then approve the request.
4. The Client Management Interface will submit the Project Change Control request to the designated
Client authorizer(s)who are responsible for cost,schedule,or service quality.
5. Concurrently, the Cornerstone Project Manager will submit the Project Change Control request to the
designated Cornerstone authorizer(s)and the Cornerstone Account Executive.
6. The Cornerstone Project Manager ensures that all authorized signatures are obtained from the
designated Client authorizers, the Cornerstone designated authorizers, and the Cornerstone Account
Executive before action is taken.
7. The Cornerstone Project Manager reports the approved request at the weekly Project Status meeting,
records it in the minutes, and posts all authorized change requests in the Client QuickPlace, if one has
been setup.
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Project Change Control Request
Client Name: Name of the Company
Project Title: Name of the Project
Cornerstone Project ID: Cornerstone Billing ID
Cornerstone Project Manager: Name of the assigned Cornerstone Project Manager
Client Management Interface: Name of the assigned Management Interface
Change Request Number: Change Request Number is mmddyyhhmm
Description(background):
The change request is described here. It should clearly state what the change is, how it changes the scope,
why it is needed for the successful implementation, who is expected to perform the change, and when it
should occur.
IMPACT ASSESSMENT
Impact on Service or Quality:
Any impacts to the end-user or business are described here. For example,does the change implementation
require the shutting down of a production resource (network, application, machine, etc)? Or, does the
change affect established Service Level Agreements?
Impact on Schedule:
Any impacts to the project schedule are described here. For example,will the change cause pre-determined
project milestones to be adjusted? If so, how?
Will a revised Plan have to be created? Check here: I
Impact on Cost:
Any impacts to the contractual costs are described here. For example, will the change require additional
Cornerstone resources and or Cornerstone hours? Or, does the change require the purchase of additional
hardware or software? If so,cost out the change to Client.
Immediate Action Required:
Any special communications, authorizations or notifications are described here. For example, must the
change be processed by a Change Review Board, and or does it require an emergency change, and or
does it require customer notification? Does it require a management or executive review and authorization
because of the cost impact?
AUTHORIZATION
Requested by: Project Participant or Stakeholder Date Requested:
Reviewed by: Cornerstone Senior Technician Date Reviewed:
Approved by: Cornerstone Project Manager Date Approved:
Approved by: Client Management Interface Date Approved:
Authorized by:Client Authorizer Date Authorized:
Authorized by:Cornerstone Authorizer Date Authorized:
Authorized by: Cornerstone Account Executive Date Authorized:
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Page 1 of 1
City of Fort Worth, Texas
Mayor and Council Communication
COUNCIL ACTION: Approved on 5/23/2006
DATE: Tuesday, May 23, 2006
LOG NAME: 13P06-0125 REFERENCE NO.: **P-10391
SUBJECT:
Authorize an Amendment to a Purchase Agreement with Cornerstone Systems, Inc., for Mainframe
Computer Programming Services for the Information Technology Solutions Department
RECOMMENDATION:
It is recommended that the City Council authorize an amendment to a purchase agreement with
Cornerstone Systems for mainframe programming services at an estimated cost of$65,890.00.
DISCUSSION:
On April 20, 2004, (M&C P-9948) the City Council authorized the purchase of mainframe computer systems
programming support services from Cornerstone Systems Inc. The City has a goal to maintain all
mainframe software at vendor supported and current maintenance levels. The City was notified by IBM
Corporation, the system software vendor that it will drop support for an older version of the Customer
Information Control System (CICS). In order to maintain a supported CICS environment, an upgraded
system is necessary. Cornerstone Systems will upgrade the CICS environment to the current
version. Approval of this agreement will allow additional mainframe programming services for the
Information Technology Solutions Department.
Cornerstone Systems, Inc., is designated as a Catalog Information System Vendor (CISV) by the State of
Texas. Under Section 271.083 of the Texas Local Government Code, a local government satisfies
otherwise applicable bidding requirements when it makes a purchase through the Texas Building and
Procurement Commission catalogue purchasing procedure.
FISCAL INFORMATION/CERTIFICATION:
The Finance Director certifies that funds are available in the current operating budget, as appropriated, of
the Information Systems Fund.
BQN\06-0125\bdh
TO Fund/Account/Centers FROM Fund/Account/Centers
P168 539120 0043020 $65,890.00
Submitted for City Manager's Office by: Richard Zavala (Acting) (6222)
Originating Department Head: Jim Keyes (8517)
Additional Information Contact: Robert Combs (8357)
Pete Anderson (8781)
http://www.cfwnet.org/council_packet/Reports/mc_print.asp 9/12/2006